See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,327 | $86,929+61.4% | $102,423+37.0% | $80,856+73.6% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 31.86% | 18.88%+13.0pp | 29.32%+2.5pp | 35.59%-3.7pp |
| Employer contribution / active EE | $3,882 | $2,369+63.8% | $3,023+28.4% | $2,755+40.9% |
| Participant deferral / active EE | $8,113 | $4,118+97.0% | $5,053+60.6% | $4,296+88.9% |
| Admin fee / account holder | $20,264 | $8,049+151.8% | $9,451+114.4% | $6,918+192.9% |